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Coupa Integration

Netanel Hugi
Netanel Hugi
  • Updated

Overview

Torii integrates with Coupa and analyzes SaaS expenses:

Default synced transaction types Fields used for expense matching
Invoices

Supplier Name

 

Description

 

Category

 

Subcategory

  • Torii will automatically match transactions to the correct application, summarize expenses and provide insights.
  • Torii syncs transaction data up to one year prior to first connection date.
  • You can constantly be updated with application information from our Integrations Page >> Integration Capabilities button >> Integration Capabilities table.

Requirements

Accounts & Permissions

  • To connect this integration, we require the following:
    • Client ID
    • Client Secret
    • Site URL

How to Generate the Required Values

Find Your Coupa Hostname:

  1. Navigate to the home page in your Coupa account.
  2. Copy the whole site URL.
    For example, from https://companyname.coupahost.com
    image (27).png

Generate OAuth Credentials in Coupa:

  1. Go to the Setup page within Coupa.
  2. Under the Integrations section, select OAuth2/OpenID Connect Clients.
    image (10).png
  3. Click the Create button to start a new client configuration.
    image (11).png
  4. On the same page:

    1. In the Grant Type dropdown, select client_credentials.

    2. Fill in the remaining required details (e.g., name, description).

    3. Scroll down and add the following permissions: core.invoice.read. , core.user.readimage (13).pngimage (120).pngimage (14).png
      4. Click Save.
      image (15).png

After Saving:

  • Client ID: Found under Identifier in General Info
  • Client Secret: Found under Secret in Security Info
    Untitled design (2).png

How to Connect the Integration

  1. Go to the Integrations page in Torii.

  2. Select the Coupa tile.

    image (20).png

  3. Click Connect.

    image (18).png

  4. Enter the required credentials:

    • Client ID
    • Client Secret
    • Site URL

     

  5. Click Connect to finalize the integration.

    image (28).png

  6. Once the integration is connected and synced, a green checkbox will appear next to the integration.

    image (17).png



For any further questions, please contact Torii Support.

 

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